VVP
IBKR icon

Venture Visionary Partners’s Interactive Brokers IBKR Stock Holding History

Venture Visionary Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,988
Closed -$206K – 679
2025
Q3 		$206K Buy
+2,988
New +$188K 0.01% 585
2025
Q1 		– Sell
-5,656
Closed -$250K – 589
2024
Q4 		$250K Buy
+5,656
New +$238K 0.01% 487
2022
Q3 		– Sell
-4,752
Closed -$65.4K – 957
2022
Q2 		$65.4K Buy
+4,752
New +$70.6K 0.01% 728

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Venture Visionary Partners's IBKR Position: Q4 2025 in Review

Venture Visionary Partners sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 2,988 shares — an estimated $206K sold.

Venture Visionary Partners first reported a position in IBKR in Q2 2022 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Venture Visionary Partners reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Venture Visionary Partners sold 2,988 Interactive Brokers shares in Q4 2025, an estimated $206K.
  • Venture Visionary Partners first reported a position in Interactive Brokers in Q2 2022 and held it in 3 quarters.
  • Venture Visionary Partners's Interactive Brokers position peaked at $250K in Q4 2024.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Venture Visionary Partners's 13F filing for Q4 2025, filed 13 Feb 2026.